风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 CoreWeave美股盘前涨超9%，公司与Meta Platforms Inc. 签署了一项价值高达142亿美元的计算能力供应 协议，这一交易凸显出开发和运行先进AI模型所需的巨额成本。 ...

CoreWeave has signed a deal to supply Meta with as much as $14.2 billion worth of computing power, underscoring the massive costs of developing and running advanced AI models. https://t.co/GFfUjLF0Nj ...

(Bloomberg) — CoreWeave Inc. (CRWV) has signed a deal to supply Meta Platforms Inc. (META) with as much as $14.2 billion worth of computing power, underscoring the massive costs of developing and running advanced AI models. Most Read from Bloomberg “They loved our infrastructure in earlier contracts and came back for more,” Chief Executive Officer Michael Intrator said in an interview. As part of the agreement, CoreWeave will provide the social media giant access to Nvidia Corp.’s latest GB300 systems, h ...

最近OpenAI在变现上有新动作了，意料之中的瞄准两个吸金赛道——短视频和电商广告。海豚君先做个简评，后续会在谷歌的价值重估研究中，再详细 讨论OpenAI加速变现的影响，添加下方小助手微信加入海豚交流群，可第一时间获取研究更新。 1、AI视频内容真的适合"社交"吗？ 先来说要计划推出的视频社交平台，这是一个完全由AI模型Sora 2生成视频发布的平台，用户可以制作最长10秒的视频片段。视频内容不允许从设备本地 上传图片、视频，但视频中可以出现用户自己的肖像。 目前产品还处于内测阶段，员工反馈体验良好。如果确如媒体而言，这款产品立志于进击TikTok，那么未来的变现模式多半为广告，上周OpenAI已经开 始招募组建广告团队。 但问题在于，且不说这个成本收益是否可以打平，纯AI生成的视频平台，真的适用于高粘性的社交吗？ 况且，现有的短视频平台TikTok、Reels以及Shorts，也都存在一些AI生成的视频，虽然目前主要是用来补充用户的内容体验，但也说明，"AI生成视频"并 不能成为绝对的差异化竞争优势。 反之，一个长期高粘性的社交，多少需要建立在真实内容的基础上。AI时代，真真假假已然分不清，当未来更多的A ...

Facebook Made Him A Billionaire. Now This Venture Capitalist Is Back With Another Grand Slam https://t.co/Z3bch2Embm ...

Venture Capitalist Focus - A venture capitalist, who previously achieved success with Facebook, is launching a new venture [1] - The new venture is described as another "grand slam," suggesting high expectations for its potential [1]

Core Insights - Meta has elevated humanoid robot development to the same strategic priority level as augmented reality (AR), planning to invest billions over the coming years to create a universal software platform for licensing, aiming to become the "Android of robotics" [2][3] - Unlike competitors like Tesla and Apple that focus on hardware, Meta will not manufacture hardware but will concentrate on software, seeking to reshape the industry landscape through a platform-based ecosystem [2][3] - Meta identifies software, rather than hardware, as the current bottleneck in humanoid robot development, emphasizing the need for precise modeling of the real world and real-time decision-making capabilities [2][3] Development Initiatives - Meta has established a "Super Intelligent AI Lab" to collaborate with its robotics team in creating a "world model" that simulates real-world physical laws, enabling robots to perform complex tasks in virtual environments before applying them in real-world scenarios [3] - This model aims to provide robots with spatial awareness, force control prediction, and real-time decision-making abilities, addressing the limitations of traditional "sensor-actuator" closed-loop systems [3] Strategic Goals - Robots are expected to integrate Meta's AI, sensor, and software capabilities, potentially creating synergies with AR/VR and the metaverse [4] - Meta's open strategy is not merely a replication of the Android model but aims to seize the platform's high ground in the robotics industry before a unified standard is established [4] - By licensing its software system to hardware manufacturers, Meta aims to rapidly expand its ecosystem influence and gain control over industry standard-setting [4] Collaborations - Meta has begun discussions with companies like Unitree Robotics and Figure AI to potentially build a comprehensive ecosystem that includes hardware manufacturers, AI developers, and application service providers [5]

Core Points - Meta is involved in a new intellectual property dispute regarding its Instagram Shopping feature, which is alleged to have copied technology from a defunct startup called Winstag [1][3] - Ollywan Limited, the company behind Winstag, claims that Meta obtained sensitive information about Winstag's technology and business model under the guise of a potential partnership in 2019 [3] - The lawsuit alleges that Meta used its market dominance to suppress Winstag's visibility, leading to the app's shutdown in 2023 due to user loss and funding failure [3] Legal Proceedings - Ollywan Limited has filed a lawsuit in the U.S. District Court for the Northern District of California, seeking economic damages and an injunction against Meta to prevent further use of the disputed technology [3] - The first hearing for this case is scheduled for the third quarter of 2024 [3]

With the Magnificent-7 stocks now approaching an all-time high S&P 500 ( SPY ) index concentration of 35% - and Meta (NASDAQ: META ) making up 3.5% of the total index concentration - now may beTQP Research is run by a Certified Public Accountant (CPA) with several years of experience in structured finance and banking.TQP Research follows a value-oriented investment approach by identifying businesses that meet the criteria for long-term success taught by Warren Buffett, Charlie Munger, and Walter Schloss, to ...

智通财经APP获悉，有媒体在美东时间周一援引一份法庭文件报道称，美国科技巨头谷歌(GOOGL.US) 旗下的YouTube已同意支付大约2450万美元的整体和解金，以解决美国总统特朗普在2021年对该视频流 媒体平台提起的诉讼——在此前特朗普本人YouTube频道账号当年在1月6日美国国会山大厦大型骚乱后 被暂时封停。 有媒体此前报道，今年1月，Facebook母公司Meta Platforms(META.US)同意支付2500万美元，其中大部 分将进入特朗普总统图书馆的基金;社交媒体X(前身为推特)则同意支付1000万美元，其中很大一部分将 直接支付给特朗普。 媒体援引知情人士透露的消息报道称，谷歌的高管们急于将他们的和解金额保持在低于Meta所支付的 水平。 报道称，根据一份最新的法庭文件，和解金中直接归属特朗普所有的部分为2200万美元，这笔资金将流 向非营利组织"国家广场信托基金"(Trust for the National Mall)。该基金将用于建造美国总统特朗普正在 白宫修建的"海湖庄园风格"舞厅。 媒体报道称，本次和解金中其余的250万美元将支付给本案其他原告，包括美国保守派联盟(Ameri ...